Course details

    1. Presentation

About this course

  • $69.00
  • 1.5 CPD hours
  • December 11, 2023 - 11:00 AM ET

Course description

This presentation will explore key issues that are relevant for effective estate planning and administration involving persons with disabilities such as:

  • Legal versus medical concepts of incapacity and disability
  • Substitute decision making
  • Guardianship – what is it, how does it work and who can apply?
  • Tools for disability planning including: Henson trusts, qualified disability trusts, and registered disability savings plans
  • Case study example to illustrate challenges in coordinating planning and administration particularly across multiple family members
  • Resources from the Society of Trust and Estate Practitioners related to assisting persons in vulnerable situations

    The presentation will also examine themes that are common to estate planning and administration generally for everyone since the presence of a disability is a factor for consideration, but not the only one.

  • Instructor(s)

    Blair L. Botsford

    Partner, O’Sullivan Estate Lawyers

    Blair Botsford is a partner at O’Sullivan Estate Lawyers, which is an estates and trusts boutique based in downtown Toronto that serves both domestic and international clients.

    Plan well. Live well. Leave an organized estate. This is the vision Blair has carried through her 25+ years as a trust and estate lawyer. Blair believes that comprehensive estate planning provides value to clients, their families and businesses by helping to minimize risk as well as unnecessary cost and conflict. The result is peace of mind for everyone so attention can be focused on what matters most.

    The illness or loss of a loved one can be a stressful time. Clients come to Blair for advice and services with respect to their executor, trustee or power of attorney roles that is practical, sensitive and tailored to their needs. Blair also advises beneficiaries of estates and trusts.

    Blair offers legal services to high net worth individuals, families, and family offices spanning numerous practices and jurisdictions. She also advises financial institutions, charities and other lawyers regarding trust and estate matters.